BFG

Bouchey Financial Group Portfolio holdings

AUM $1.2B
1-Year Est. Return 10.23%
This Quarter Est. Return
1 Year Est. Return
+10.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$5.27M
3
+$4.86M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.75M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.3M

Top Sells

1
+$5.78M
2
+$3.11M
3
+$2.84M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.65M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.19M

Sector Composition

1 Technology 6.89%
2 Consumer Discretionary 2.31%
3 Financials 0.92%
4 Healthcare 0.42%
5 Communication Services 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$621K 0.06%
30,252
77
$596K 0.05%
13,265
+113
78
$567K 0.05%
8,300
79
$560K 0.05%
1,738
+33
80
$551K 0.05%
11,338
-1,113
81
$545K 0.05%
4,344
+422
82
$543K 0.05%
14,220
-714
83
$518K 0.05%
8,228
84
$518K 0.05%
15,607
-62
85
$514K 0.05%
+14,774
86
$486K 0.04%
5,070
87
$474K 0.04%
4,040
+159
88
$469K 0.04%
7,815
89
$468K 0.04%
22,331
90
$466K 0.04%
3,474
-6
91
$464K 0.04%
2,731
-124
92
$458K 0.04%
5,912
93
$445K 0.04%
5,263
+26
94
$441K 0.04%
1,605
+72
95
$440K 0.04%
2,548
+298
96
$439K 0.04%
2,566
+40
97
$425K 0.04%
5,060
98
$414K 0.04%
9,998
+1,090
99
$406K 0.04%
5,601
-315
100
$405K 0.04%
1,960
+50
2 3
4
5 6